Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With decades of experience working with top firms, she offers practical resources to enhance client relationships and expand your business.

In our last episode, we looked at four key aspects to focus on during the summer to prepare for your fall marketing. One crucial element is updating your marketing plan. Start by reviewing past performance to see what worked well and what didn’t. Did videos, podcasts or commentaries hit the mark with your audience? Use this data to guide your future efforts.

Now, consider the upcoming months to begin creating interesting and relevant content. Here are three timely tie-ins:

  1. Upcoming Election: Discuss how the election might influence financial markets, estate planning or tax planning while remaining politically neutral with your content.
  2. Holiday Season: Use the holidays to talk about thoughtful philanthropy and communication within families and how these discussions can benefit your clients’ long-term wealth planning.
  3. New Year: Year-end reviews are often the top-performing content. They highlight market opportunities, address challenges, and showcase what’s working in the investment landscape.

Don’t wait to plan your fall content. Start now! If you have any questions about your marketing strategy for the rest of the year, please don’t hesitate to contact us anytime.